Trek Financial, LLC

Position in VZ — Verizon Communications Inc

CIK 1768195 Scottsdale, AZ

Position in VZ

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$287,796

+$66,103 QoQ

Shares Held

5,733

+5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Mar 31, 2026

Trek Financial, LLC holds $4,054,465 across 5 Telecom Services names. VZ ranks #5 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMUS	T-Mobile US, Inc.	9,769	$2,051,783
2	TIGO	Millicom International Cellular SA	9,409	$705,110
3	T	At&T Inc.	18,930	$548,780
4	SHEN	Shenandoah Telecommunications Co/Va/	29,896	$460,996
5	VZ	Verizon Communications Inc This page	5,733	$287,796

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$287,796	5,733	+5.3%	Shares	Sole	2026-05-13
2025-12-31	$221,693	5,443	-14.1%	Shares	Sole	2026-02-04
2025-09-30	$278,379	6,334	-25.8%	Shares	Sole	2025-10-31
2025-06-30	$369,266	8,534	-4.2%	Shares	Sole	2025-08-13
2025-03-31	$404,021	8,907	+1.1%	Shares	Sole	2025-04-30
2024-09-30	$395,702	8,811	+60.2%	Shares	Sole	2024-11-14
2024-06-30	$226,820	5,500	-15.0%	Shares	Sole	2024-08-12
2024-03-31	$271,397	6,468	-54.3%	Shares	Sole	2024-05-14
2023-12-31	$533,304	14,146	-27.2%	Shares	Sole	2024-02-08
2023-09-30	$629,531	19,424	-6.2%	Shares	Sole	2023-11-14
2023-06-30	$769,795	20,699	+4.1%	Shares	Sole	2023-08-14
2023-03-31	$772,977	19,876	+2.0%	Shares	Sole	2023-05-12
2022-12-31	$767,866	19,489	+30.5%	Shares	Sole	2023-02-13
2022-09-30	$566,892	14,930	-20.3%	Shares	Sole	2022-11-14
2022-06-30	$950,902	18,737	+4.6%	Shares	Sole	2022-08-10
2022-03-31	$912,539	17,914	-21.6%	Shares	Sole	2022-05-10
2021-12-31	$1,187,078	22,846	+3.5%	Shares	Sole	2022-01-19
2021-09-30	$1,192,108	22,072	+18.3%	Shares	Sole	2021-11-12
2021-06-30	$1,045,687	18,663	+4.9%	Shares	Sole	2021-08-06
2021-03-31	$1,034,895	17,797	+38.3%	Shares	Sole	2021-05-17
2020-12-31	$755,995	12,868	+68.5%	Shares	Sole	2021-02-16
2020-09-30	$454,384	7,638	+0.1%	Shares	Sole	2020-11-17
2020-06-30	$420,531	7,628	-7.0%	Shares	Sole	2020-08-13
2020-03-31	$440,478	8,198	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.